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Nuveen AMT-Free Quality Municipal Income Fund

291 hedge funds and large institutions have $898M invested in Nuveen AMT-Free Quality Municipal Income Fund in 2023 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 97 increasing their positions, 81 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more repeat investments, than reductions

Existing positions increased: 97 | Existing positions reduced: 81

7% more capital invested

Capital invested by funds: $839M → $898M (+$58.1M)

2.51% more ownership

Funds ownership: 24.71%27.22% (+2.5%)

0% more funds holding in top 10

Funds holding in top 10: 99 (0)

0% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 32

2% less funds holding

Funds holding: 296291 (-5)

Holders
291
Holders Change
-5
Holders Change %
-1.69%
% of All Funds
4.64%
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.14%
New
32
Increased
97
Reduced
81
Closed
32
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ADL
251
Asset Dedication LLC
California
$36K
AF
252
Advisornet Financial
Minnesota
$33.4K
PB
253
Pinnacle Bancorp
Nebraska
$33.4K +$33.5K +3,000 New
ATC
254
Adirondack Trust Company
New York
$29.9K +$30K +2,690 New
IGWM
255
ICA Group Wealth Management
Colorado
$29.3K
HIA
256
Harbor Investment Advisory
Maryland
$27.9K
WT
257
Washington Trust
Rhode Island
$27.8K
CT
258
Cambridge Trust
Massachusetts
$26.4K
MA
259
Montag & Associates
Georgia
$23.6K
RBC
260
Roble Belko & Company
Pennsylvania
$23K
GRP
261
Global Retirement Partners
California
$22.5K
FP
262
Financial Perspectives
Minnesota
$22.4K
WPA
263
West Paces Advisors
Georgia
$21.4K
SIS
264
Strategic Investment Solutions
Illinois
$20.4K +$20.5K +1,838 New
PFA
265
Pathway Financial Advisers
Indiana
$20.3K -$13.5K -1,210 -40%
MWM
266
Mascoma Wealth Management
New Hampshire
$18.1K
BAM
267
Bellevue Asset Management
Washington
$17.7K
SSB
268
Sandy Spring Bank
Maryland
$17.2K -$178K -15,950 -91%
BCWM
269
Bartlett & Co Wealth Management
Ohio
$16.2K
BC
270
Bartlett & Co
Ohio
$16K
CAL
271
Capital Analysts LLC
Pennsylvania
$15K +$100 +9 +0.7%
GWM
272
Geneos Wealth Management
Colorado
$11.8K
FMP
273
Financial Management Professionals
Texas
$9K +$100 +9 +1%
Commonwealth Equity Services
274
Commonwealth Equity Services
Massachusetts
$7.59K -$543K -48,606 -7%
MRCM
275
M&R Capital Management
New Jersey
$7.53K